Position in WELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$639,147
+$99,992 QoQ
Shares Held
2,816
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#863
of 1,580 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Roehl & Yi Investment Advisors, LLC holds $639,147 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
2,816 | $639,147 |
All Filings in WELL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,147 | 2,816 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $539,155 | 2,727 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $495,764 | 2,671 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $301,591 | 1,693 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $256,729 | 1,670 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $255,860 | 1,670 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $201,017 | 1,595 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||